The GEM refers to more than 1%, and the building materials furniture leads two shares to join the daily limit. The institution: adjustment is the opportunity to lay again!

Our reporter Zhang Ying, Monday (July 25), the three major stock indexes fell and fell across the board. As of the closing of the morning, the Shanghai Stock Exchange Index fell 0.71%to 3246.7 points; the Shenzhen Stock Exchange Index and the GEM Index fell 0.94%and 1.33%, respectively; the total turnover of the Shanghai and Shenzhen cities was 549.1 billion yuan. Generally speaking, individual stocks of the two cities have fallen more. From the perspective of funds, on the morning of July 25, the net sales amount of the northbound capital reached 4.443 billion yuan. In addition, as of July 22, the balance between the two and Shenzhen cities was 1626.749 billion yuan, a decrease of 2.501 billion yuan from the previous trading day. Among them, the financing balance was 1,527.551 billion yuan, a decrease of 3.063 billion yuan from the previous trading day; the balance of securities margin was 99.198 billion yuan, an increase of 562 million yuan from the previous trading day. Table: On July 22, the two -level industry two -level industry integration transaction situation: Table: Zhang Ying generally stated that market adjustments are the opportunity to lay out again. Guotai Junan Securities believes that market adjustment is an opportunity to lay out again. The sector related to the economic cycle is difficult to improve systematically, and the growth style will not switch to value. Specifically, first, because the current macroeconomic policy and epidemic prevention and control policy are more loose than the first half of the year, and the awareness of systemic risks has declined. Instead of simply considering holding currency. Second, the economic recovery speed and weak intensity just indicate that the structure of the stock market will be further differentiated. The differentiated division of profit expectations between the industry, the value sector that is highly related to the economic cycle is difficult to improve systematically in the short term. It has obvious profit advantage. Instead, the callback is a good opportunity for the stock layout, and the transfer is selected to grow. Yuekai Securities stated that the probability of a sharp decline in the index in the short term is not high. It is recommended that investors wait for the new round of trend opportunities for policy dividends and incremental funds. The main line. First, pay attention to the performance of the interim reporting performance. Second, some consumer stocks with large declines in the early stage have low -sucking opportunities. In terms of hotspots, as of the close of July 25th, the increase in building materials furniture, real estate, warehousing and logistics, etc. Specifically, as of July 25th, the closing of the building materials furniture sector ranked first 1.19%. Among them, two concept stocks including Yongan Forestry and Zhengyuan Co., Ltd. joined hands with the daily limit. In terms of news, He Yaqiong, director of the consumer goods industry department of the Ministry of Industry and Information Technology, said on July 22 that the Ministry of Industry and Information Technology will launch a high -quality development action plan for the home industry to promote the integration and development of the living industry including home appliance furniture. For key links such as manufacturing, management, public services, and brand promotion, a series of specific tasks are deployed to enhance the development level of the entire industrial chain and create more family application scenarios. In this regard, Zhejiang Business Securities analysis believes that from the perspective of the policy, the home industry is expected to usher in a high -quality development window period. It is optimistic about the shock of the valuation of the home sector to release the elasticity of the performance elasticity of the home furnishing, and maintain the recommendation of the home sector. The first Ou Pai Home Furnishing (25X) and Gujia Home (20X) with the strongest long -term vitality, the configuration valuation advantages with obvious valuation advantages (16X), Zhibang Home (11X), and gold medal kitchen cabinet (9X).

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